Fee-OnlyFinder

Advisers in Lynnwood, WA

3 advisers in Lynnwood — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Capital Investment Services, LLC3500 188th St Sw, #322 · Lynnwood, WA 98037 · (425) 771-6055 · % of assets managedCRD 121567 · % of assets · $101.1 million AUMState registeredNo commissions reportedChaney Capital Management INC.3400 188th Street Sw, Suite #570 · Lynnwood, WA 98037 · (425) 673-4060 · Financial planningCRD 116511 · % of assets · $455.5 million AUMSEC registeredNo commissions reportedWayfinding Financial, LLC19020 33rd Avenue W, Suite 390 · Lynnwood, WA 98036 · (425) 361-0707 · Financial planningCRD 306208 · % of assets, Hourly charges, Fixed fees · $353.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Lynnwood? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.